WFM ASIA (BVI) Ltd 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
WFM ASIA (BVI) Ltd disclosed 7 US equity positions worth $929.3m in its Q2 2025 13F filing. The largest position was SE at 31.8% of the reported book, followed by YMM and GRAB HOLDINGS LIMITED. Against the Q1 2025 filing, it opened 1 new position, added to 3 and reduced 2 among the top 7 holdings.
What did WFM ASIA (BVI) Ltd own in Q2 2025? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | SE SEA LTD | Consumer Cyclical | 31.8% | $295.7m | 1,848,541 | -6% | reduced |
| 2 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 23.9% | $222.1m | 18,809,184 | 0% | held |
| 3 | GRAB HOLDINGS LIMITED | 16.9% | $156.9m | 31,188,515 | 3% | added | |
| 4 | BZ KANZHUN LIMITED | Communication Services | 11.8% | $109.7m | 6,149,000 | -29% | reduced |
| 5 | HTHT H WORLD GROUP LTD | Consumer Cyclical | 11.1% | $103.0m | 3,035,416 | 66% | added |
| 6 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 4.3% | $40.0m | 1,229,893 | 100% | added |
| 7 | YB YUANBAO INC | 0.2% | $2.0m | 96,086 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.